Published: August 21, 2024 - The Senior Corporate Finance Analyst is responsible for consolidating global forecasts, and quarterly non-GAAP financial results, and providing insightful performance commentary. This role involves spearheading the preparation and analysis of consolidated financial reports, driving initiatives to enhance forecasting accuracy and efficiency while collaborating with FP&A, Treasury, and Corporate Development teams. The analyst also develops and presents financial models and strategic business analysis to senior management, ensuring consistent use of corporate finance reporting definitions across the organization.


Tips for Senior Corporate Finance Analyst Skills and Responsibilities on a Resume
1. Senior Corporate Finance Analyst, Meridian Financial Group, Austin, TX
Job Summary:
- Develop and report financial metrics to measure company performance
- Analyze, model and present trends in key business metrics for executive leadership
- Shape the P&L through various scenarios and discussions with the executive finance team
- Lead the simplification and streamlining of recurring FP&A processes, while maximizing effectiveness
- Partner with FP&A teams to deliver business insights relating to revenue, costs, and other key business metrics
- Share best practices and insights as a subject matter expert in financial systems, tools, processes, and data
- Coordinate cross-functionally to provide the finance and business analysis needed to support growth
- Develop detailed forecasts and analytics to enhance revenue forecast accuracy
- Partner with Supply Chain operations to forecast inventory and COGS, support detailed gross margin analysis
- Provide month-end reporting on revenue, expenses, inventory and capital
- Key member supporting senior leaders at the VP level of specific functions such as Sales, Marketing and R&D
Skills on Resume:
- Financial Metrics Development (Hard Skills)
- Business Trend Analysis (Hard Skills)
- P&L Scenario Shaping (Hard Skills)
- FP&A Process Optimization (Hard Skills)
- Business Insight Delivery (Soft Skills)
- Cross-functional Coordination (Soft Skills)
- Revenue Forecasting (Hard Skills)
- Gross Margin Analysis (Hard Skills)
2. Senior Corporate Finance Analyst, Horizon Capital Partners, Raleigh, NC
Job Summary:
- Work closely with the Finance team to convert various business-planning and analysis use cases into Anaplan modules
- Design and build financial models on the Anaplan platform to automate processes and support business initiatives
- Configure and maintain Anaplan lists, modules, dashboards, actions, and other model settings to support financial reporting and business planning
- Design, develop and monitor data flows and data integration between internal business applications and Anaplan to ensure data is accurate
- Develop and maintain KPI dashboards and identify areas of potential risk and opportunity
- Support the month-end and quarter-end close-around processes like cash forecasting, RPO forecasting and Balance Sheet forecasting.
- Support the tracking, analysis and reporting on variances to budgets and forecasts for monthly and quarterly reporting
- Improve forecast accuracy and develop recommendations based on an understanding of Databricks' business model
- Assist with company-wide G&A expense assumptions (i.e T&E, workplace/facilities usage) and Balance Sheet forecast as related to fixed assets/PP&E investments
- Partnership with Investor Relations on earnings call preparation, Q&A documents, etc.
- Ad hoc research and analysis for Finance and G&A Leadership, assist with special projects, system implementation and enhancement
Skills on Resume:
- Anaplan Module Development (Hard Skills)
- Financial Modeling (Hard Skills)
- Data Integration Management (Hard Skills)
- KPI Dashboard Development (Hard Skills)
- Forecasting Support (Hard Skills)
- Variance Analysis (Hard Skills)
- G&A Expense Management (Hard Skills)
- Investor Relations Collaboration (Soft Skills)
3. Senior Corporate Finance Analyst, Summit Ridge Holdings, Denver, CO
Job Summary:
- Oversee Balance Sheet and Cash Flow reporting and forecasting
- Understands and clearly articulates key drivers and metrics for reporting monthly/quarterly business and finance reviews (Actuals, Forecast, Budget)
- Create and maintain a financial model to project key Balance Sheet and Cash Flow items for Budget and Forecast cycles
- Own relationship with Business Lines in obtaining Working Capital and CAPEX details to create a total Varian forecast
- Closely monitor and report on fringe expenses and provide recommendations by entity for fridge rates at the start of the fiscal year
- Assist in reconciliation between Varian reporting systems (BPC) and SHS reporting systems (BW) for Balance Sheet and Cash Flow Statement
- Serve as a liaison between accounting and system teams to drive accurate close.
- Recommend improvements and provide scoping documents for system enhancements.
- Advanced financial modeling and analysis with large data sets
- Drive gross margin improvement initiatives and provide pricing analysis
- Provide ad-hoc reporting and analysis to internal and external customers
Skills on Resume:
- Balance Sheet Reporting (Hard Skills)
- Cash Flow Forecasting (Hard Skills)
- Financial Model Creation (Hard Skills)
- Working Capital Management (Hard Skills)
- Fringe Expense Monitoring (Hard Skills)
- System Reconciliation (Hard Skills)
- Liaison Between Teams (Soft Skills)
- Gross Margin Improvement (Hard Skills)
4. Senior Corporate Finance Analyst, Apex Financial Solutions, Nashville, TN
Job Summary:
- Develop, analyze, and interpret financial and operating results and information
- Build, maintain, and improve financial models, including the long-term corporate financial model, and perform analyses to support strategic initiatives
- Familiarity with accounting and the financial implications of complex transactions
- Assist with the preparation of Board-level deliverables and external investor materials
- Participate in the preparation and review of annual budgets and periodic forecasts
- Assist with building balance sheet and cash flow forecasts
- Distill complex financial concepts and results into clear and concise explanations
- Continuously focus on automating and streamlining FP&A processes
- Assist with monthly accounting close activities and reporting
- Partner cross-functionally and process complex problems
- Lead profitability analyses and guide capex, freight, product cost, and price
Skills on Resume:
- Financial Analysis (Hard Skills)
- Financial Model Maintenance (Hard Skills)
- Accounting Knowledge (Hard Skills)
- Board Deliverable Preparation (Hard Skills)
- Budgeting and Forecasting (Hard Skills)
- Financial Concept Simplification (Soft Skills)
- FP&A Process Automation (Hard Skills)
- Profitability Analysis (Hard Skills)
5. Senior Corporate Finance Analyst, Sterling Investment Advisors, Orlando, FL
Job Summary:
- Assist with the preparation of board reporting, variance analysis, forecasting, and scenario planning.
- Develop and maintain complex financial models to provide meaningful insights and recommendations.
- Assist in the preparation of key deliverables including department-level KPI reporting, forecast & budget development, and monthly & quarterly financial reporting.
- Conduct Return on Investment (ROI) analysis for short and long-term opportunities across the organization.
- Recommend productivity and cost-saving initiatives based on detailed analysis.
- Monitor expense and headcount plans vs actuals, and provide analysis/recommendation for business partners and leadership.
- Find ways to improve the processes through automation and innovative new practices.
- Simply explain complex financial data, across the transparent organization.
- Provide support to the FP&A Director on ad hoc projects.
Skills on Resume:
- Board Reporting (Hard Skills)
- Variance Analysis (Hard Skills)
- Financial Model Development (Hard Skills)
- KPI Reporting (Hard Skills)
- ROI Analysis (Hard Skills)
- Expense Monitoring (Hard Skills)
- Process Automation (Hard Skills)
- Financial Data Simplification (Soft Skills)
6. Senior Corporate Finance Analyst, Crestview Capital Group, Portland, OR
Job Summary:
- Consolidate and analyze the latest forecast
- Own forecasting of HQ line items such as SBC, Depreciation, and Other Income
- Communicate variances between actual and forecast to Finance SLT
- Streamline consolidated cash flow forecast
- Continue to improve the cash flow forecasting process
- Help in building Balance Sheet forecasts for internal and external stakeholders
- Drive Monthly Business Review for SLT
- Work closely with the Systems Team to build additional value-added reports and dashboards
- Improving and building processes to ensure proper coordination of various workflows such as monthly and quarterly forecasting
- Take responsibility for field ad-hoc analysis
Skills on Resume:
- Forecast Consolidation (Hard Skills)
- HQ Line Item Forecasting (Hard Skills)
- Variance Communication (Soft Skills)
- Cash Flow Forecasting (Hard Skills)
- Balance Sheet Forecasting (Hard Skills)
- Monthly Business Review Management (Hard Skills)
- Report and Dashboard Development (Hard Skills)
- Ad-hoc Analysis (Hard Skills)
7. Senior Corporate Finance Analyst, Blue Mountain Financial, Pittsburgh, PA
Job Summary:
- Lead weekly meetings with the CFO to prepare and deliver the CFO’s weekly Finance materials to the Co-CEOs and Executive Leadership team, including the total company scorecard, risks and opportunities and FX trends
- Lead the planning, forecasting, and guidance for Current Remaining Performance Obligation, a key financial metric indicative of the Company’s future top-line growth
- Lead the end-to-end process to prepare & deliver a quarterly deck outlining Salesforce’s financial business model and financial narrative to the Company’s executives.
- Lead and manage ad hoc presentations for the CFO & Executive leadership
- Lead the financial planning and forecasting for Other Income & Expenses
- Lead ad hoc financial and scenario analysis including but not limited to evaluating total Company strategic spending, expense by type trends, headcount investments and FX
- Develop a strong understanding of the Salesforce business model and translate the impact of changes in key inputs on the Company’s overall financials
- Partner with Investor Relations on quarterly external Guidance and Q&A for quarterly earnings calls
- Build & maintain cross-functional relationships with the broader F&S team
- Work with Sales Leaders, Corporate Account & Sales Managers, and Marketing to provide financial support in the areas of deal analysis and contract negotiation, proforma P&Ls, profit management, pricing strategy and execution, contract management and rebate analysis
- Support the overall Corporate Account Finance team with the development and execution of best practices and drive process improvements
Skills on Resume:
- CFO Material Preparation (Hard Skills)
- Performance Obligation Forecasting (Hard Skills)
- Quarterly Deck Preparation (Hard Skills)
- Ad hoc Presentation Management (Hard Skills)
- Financial Planning and Forecasting (Hard Skills)
- Scenario Analysis (Hard Skills)
- Investor Relations Support (Soft Skills)
- Cross-functional Relationship Building (Soft Skills)
8. Senior Corporate Finance Analyst, Evergreen Capital Management, Sacramento, CA
Job Summary:
- Support the development and maintenance of detailed bottoms-up budgets, weekly rolling forecast updates, long-range financial models, and related analyses
- Provide support and analysis to internal Finance teams and shared service departments to report on historical results, variances, and forecasts.
- Produce detailed analysis and visibility into Company projections, drive accountability to forecasts and variances, and identify areas of risk and/or upside to drive predictability and growth.
- Produce and validate monthly financial statement reports, including financial statements, MD&A, lender compliance reports, and internal and external reporting packages
- Support lender questions, calls, and discussions as well as provide support for quarterly Board of Directors meetings.
- Support the operation and maintenance of the Company’s financial reporting systems.
- Provide related support for integration activities for all prospective M&A targets.
- Responsible for supporting and serving as the financial G&A business partner for HR, Legal, Finance, Accounting, Investor Relations and Facilities functions
- Develop, plan, and coordinate budgets and forecasts (i.e. headcount, vendor, etc.), and conduct robust variance analysis for business partners to ensure continued business alignment with financial budgets
- Identify, develop, and implement continuous process improvement and efficiencies enhancement in month-end close, monthly/quarterly forecasting, annual planning and budget management.
Skills on Resume:
- Budget Development (Hard Skills)
- Rolling Forecast Updates (Hard Skills)
- Financial Analysis (Hard Skills)
- Financial Statement Reporting (Hard Skills)
- Lender Support (Soft Skills)
- Financial Reporting System Maintenance (Hard Skills)
- M&A Integration Support (Hard Skills)
- Process Improvement Implementation (Hard Skills)
9. Senior Corporate Finance Analyst, Granite Peak Financial, Salt Lake City, UT
Job Summary:
- Oversee Orders and Revenue reporting and analysis for ROS (Radiation Oncology Systems), and PS (Proton Solutions) across all geographies
- Partners with accounting to understand historical bookings under Non-GAAP in comparison to current IFRS standards to normalize trend analysis
- Understands and clearly articulates key drivers (Product Mix, Geo Mix, etc.) and metrics (Book to Ship, Backlog Conversion, etc.) for reporting monthly/quarterly business and finance reviews (Actuals, Forecast, Budget)
- Create a financial model to project Revenue and Orders using key drivers and conduct monthly sensitivity analysis to drive insights into any risks or opportunities
- Separately monitor and project COS & OCOS to identify potential risks or opportunities to margin
- Conduct the tasks above separately for Equipment and Service
- Assist in reconciliation between Varian reporting systems (BPC) and SHS reporting systems (BW/ESPRIT) for Orders, Revenue, and Gross Margin
- Create a model for CSIP/SIP programs to project expenses for the year driven by changes in Revenue and Orders
- Apply FP&A and Accounting knowledge and create/maintain packages and presentations
- Consider data, parameters and business context when addressing a business problem or decision making
- Translate the numbers into a business story
- Establishes and maintains relationships with all key stakeholders
Skills on Resume:
- Orders and Revenue Reporting (Hard Skills)
- Non-GAAP and IFRS Trend Analysis (Hard Skills)
- Key Driver Identification (Hard Skills)
- Financial Modeling (Hard Skills)
- COS & OCOS Monitoring (Hard Skills)
- System Reconciliation (Hard Skills)
- Expense Projection (Hard Skills)
- Stakeholder Relationship Management (Soft Skills)
10. Senior Corporate Finance Analyst, Riverstone Investment Group, Minneapolis, MN
Job Summary:
- Serve as the lead analyst for consolidating global forecasts and quarterly non-GAAP financial results and associated performance commentary.
- Monthly close and reporting responsibilities, including consolidated global expense analysis, actual vs. budget variance analysis, and insightful monthly and quarterly performance commentary.
- Drive preparation of consolidated annual, quarterly, and monthly forecasts.
- Drive needed change initiatives for improved forecasting and reporting efficiencies and accuracy.
- Develop, analyze, interpret, present, and implement financial concepts for all areas of financial planning to all levels of leadership – collaborating with FP&A Operations Teams
- Collaborate with Treasury and Corporate Development in performing economic research and studies in the areas of rates of return (WACC), cash flow, working capital requirements, investment opportunities and performance, and impact of governmental requirements.
- Drive the creation, maintenance, and enhancement of financial models supporting executive decision-making
- Collaborate with FP&A Operations Teams, Treasury, and Corporate Development
- Assist and lead ad hoc strategic and operational projects.
- Present ad hoc business analysis and recommendations to senior management.
- Own corporate finance reporting definitions and ensure uses of those definitions are being used consistently across the finance organization.
Skills on Resume:
- Global Forecast Consolidation (Hard Skills)
- Expense Analysis (Hard Skills)
- Budget Variance Analysis (Hard Skills)
- Financial Planning Presentation (Hard Skills)
- Economic Research (Hard Skills)
- Financial Model Development (Hard Skills)
- Cross-functional Collaboration (Soft Skills)
- Strategic Project Leadership (Soft Skills)